With SpaceX's IPO imminent, domestic and international markets are resonating in tandem, driving the E Fund Satellite ETF (563530) up by 3.18%, with net inflows of RMB 635 million over the past 20 days.

Gelonghui, June 5 | The satellite sector rose, with Aerospace Electronics up over 7% and China Satcom up over 5%, driving the E Fund Satellite ETF (563530) to gain 3.18%. Net inflows into the ETF reached RMB 6.35 billion over the past 20 trading days. On the news front, SpaceX is poised for its IPO, generating momentum both domestically and overseas. Overseas, Elon Musk officially launched SpaceX’s IPO roadshow on June 4, with an implied valuation of approximately USD 1.77 trillion, and listing scheduled for June 12. Analysts believe that SpaceX’s roadshow and upcoming listing could boost investor interest in the commercial aerospace industry, potentially leading to a re-rating of domestic companies involved in the satellite sector.

Gelonghui FinanceJun 5 10:47

China's version of Starlink has arrived.

What are the main investment themes?

Gelonghui FinanceMay 27 19:17

Guobo Electronics (688375): Product portfolio restructuring and upgrade drives Q4 2025 and full-year profit margins to record highs

Report Summary Event: The company announced on April 10 that it achieved revenue of RMB 2.386 billion (-7.92%) and net profit attributable to shareholders of RMB 508 million (+4.72%) in 2025, with a gross margin of 42.09% (+3.50

AVIC SecuritiesMay 26 00:00

Guobo Electronics (688375): Core Supplier of T/R Modules; Commercial Aerospace and Mobile Phone Chips Drive New Growth

Key View: The company's revenue in 2025 amounted to RMB 2.386 billion (-7.92%), primarily due to a slowdown in demand rhythm in specialized sectors; net profit attributable to shareholders reached RMB 508 million (+4.72%), benefiting from product mix optimization and cost

CITIC SecuritiesMay 22 07:32

A significant rocket made its maiden flight, and SpaceX is scheduled to go public on June 12. The E Fund Satellite ETF (563530) rose by 2.96%, with a net inflow of 7.47 billion yuan over the past 20 days.

Gelonghui, May 18th | The satellite sector led the gains today, with the E Fund Satellite ETF (563530) rising by 2.96%. In terms of news, a significant rocket launch is imminent: 1) State-owned enterprises: The Long March 10-B (a recoverable rocket) is expected to be launched in May, testing sea-based recovery. This model represents the highest level of technological maturity among state-owned recoverable rockets, with a high probability of success; 2) Private enterprises: The Zhuque-2-E will carry satellites for its May launch, and the recoverable Zhuque-3 is also expected to launch in June (the Zhuque-3 experienced a failed launch last year, but the probability of success this time has significantly increased). Notable domestic and international company listings: 1) Overseas: According to reports, SpaceX will...

Gelonghui FinanceMay 18 10:45

Guobo Electronics (688375) 2025 Annual Report and 2026 Q1 Earnings Commentary: Q1 Performance Under Temporary Pressure, Progress in RF Chip Development for Terminal Applications

Event: Recently, the company released its 2025 annual report, achieving full-year revenue of 2.39 billion yuan, a year-on-year decrease of 7.9%; net profit attributable to shareholders was 510 million yuan, a year-on-year increase of 4.7%. The company also released its Q1 2026 report.

Everbright SecuritiesMay 8 07:51